Ahara Advisors LLC
CIK 2116771 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $147.9M
- 持仓
- 55
- 截至
- 2026年6月30日
按 13F 价值排名第 7439（共 9443） · 前 78.8%
投资组合价值同比（季度）：+23.6% 13F不披露现金
- 前十大持仓权重
- 59.92%
- 前二十五大持仓权重
- 87.43%
- 持仓高于 1%
- 27
- 有效持仓数量
- 19.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 4.75% 估计买入 $15958388 · 卖出 $6347809
- 新仓位
- 3
- 增加
- 23
- 减少
- 24
- 已结清
- 1
本页内容
行业细分
Technology
29.6%
Communication Services
24.2%
Consumer Discretionary
10.0%
Industrials
6.5%
Retail
4.9%
Financial Services
2.3%
Diversified Consumer Services
0.7%
Financials
0.7%
Healthcare
0.3%
Energy
0.1%
其他/未映射
20.7%
完整投资组合 55 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $20735346 | 14.02% | 56035 | $4304798 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $12470558 | 8.43% | 35294 | $1767763 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $9511054 | 6.43% | 26614 | $677090 | 下跌 ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $9426044 | 6.37% | 130627 | $2528317 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $8696744 | 5.88% | 43464 | $3031199 | 上涨 ×2 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $7897832 | 5.34% | 55191 | $1529910 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5150766 | 3.48% | 21611 | $354724 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $5140458 | 3.48% | 8849 | $3608020 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $5019459 | 3.39% | 17347 | $451374 | 下跌 ×1 | ||
| BRKB | $4567169 | 3.09% | 9127 | $-1100514 | 下跌 ×1 | ||
| EXPE Expedia Group, Inc. - Common Stock | $4297121 | 2.91% | 16794 | $735758 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4265993 | 2.88% | 11436 | $-243953 | 下跌 ×1 | ||
| CRWV CoreWeave, Inc. - Class A Common Stock | $4157587 | 2.81% | 41768 | $883395 | 下跌 ×1 | ||
| RBLX Roblox Corporation Class A Common Stock | $3347361 | 2.26% | 61555 | $-134190 | |||
| RNG RingCentral, Inc. Class A Common Stock | $3221093 | 2.18% | 82635 | $90866 | 下跌 ×1 | ||
| STUB StubHub Holdings, Inc. Class A Common Stock | $3019791 | 2.04% | 234638 | $2085183 | 上涨 ×1 | ||
| MQ Marqeta, Inc. - Class A Common Stock | $2854456 | 1.93% | 703068 | $609379 | 上涨 ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $2697023 | 1.82% | 28021 | $523748 | 上涨 ×2 | ||
| RDDT Reddit, Inc. Class A Common Stock | $2407381 | 1.63% | 13869 | $1392793 | 上涨 ×2 | ||
| SPY SPY | $2011801 | 1.36% | 2694 | $-87861 | 下跌 ×2 | ||
| OKTA Okta, Inc. - Class A Common Stock | $1796432 | 1.21% | 13166 | $780168 | 上涨 ×2 | ||
| FSLR First Solar, Inc. - Common Stock | $1781380 | 1.20% | 7550 | $182884 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1686623 | 1.14% | 3532 | $416040 | 下跌 ×1 | ||
| CRM Salesforce, Inc. Common Stock | $1602313 | 1.08% | 10228 | $153435 | 上涨 ×2 | ||
| INTU Intuit Inc. - Common Stock | $1526589 | 1.03% | 5849 | $711985 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1505748 | 1.02% | 3580 | $133990 | 下跌 ×2 | ||
| ETSY Etsy, Inc. - Common Stock | $1474891 | 1.00% | 19579 | $329846 | 下跌 ×2 | ||
| BKNG Booking Holdings Inc. - Common Stock | $1154820 | 0.78% | 6479 | $241181 | 上涨 ×2 | ||
| DUOL Duolingo, Inc. - Class A Common Stock | $1064855 | 0.72% | 9258 | $386398 | 上涨 ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1030860 | 0.70% | 518 | $331922 | 下跌 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $971611 | 0.66% | 13608 | $57224 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $861136 | 0.58% | 2280 | $150214 | 下跌 ×1 | ||
| IVV | $777676 | 0.53% | 1038 | $99539 | |||
| PINS Pinterest, Inc. Class A Common Stock | $742485 | 0.50% | 35306 | $20292 | 下跌 ×1 | ||
| S SentinelOne, Inc. Class A Common Stock | $696635 | 0.47% | 41051 | $152481 | 下跌 ×1 | ||
| IEUR | $627143 | 0.42% | 8343 | $40880 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $610656 | 0.41% | 1084 | $-69624 | 下跌 ×2 | ||
| PGR Progressive Corporation (The) Common Stock | $579985 | 0.39% | 2655 | $135333 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $578617 | 0.39% | 786 | $9669 | 下跌 ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $551869 | 0.37% | 325 | $-10284 | |||
| ARM Arm Holdings plc - American Depositary Shares | $519800 | 0.35% | 1466 | $292729 | 下跌 ×1 | ||
| FDS FactSet Research Systems Inc. Common Stock | $488463 | 0.33% | 2123 | $103740 | 上涨 ×2 | ||
| BLND Blend Labs, Inc. Class A Common Stock | $467803 | 0.32% | 273569 | $-37218 | 下跌 ×1 | ||
| HROW Harrow, Inc. - Common Stock | $448950 | 0.30% | 10571 | $-127269 | 下跌 ×1 | ||
| AMPL Amplitude, Inc. - Class A Common Stock | $446338 | 0.30% | 58345 | 上涨 ×1 | |||
| WFC Wells Fargo & Company Common Stock | $420899 | 0.28% | 5093 | $17288 | 上涨 ×1 | ||
| VOO | $379174 | 0.26% | 552 | $90527 | 上涨 ×2 | ||
| ZM Zoom Communications, Inc. - Class A Common Stock | $375313 | 0.25% | 4348 | $31289 | 上涨 ×2 | ||
| SCHF | $367136 | 0.25% | 13254 | $132036 | 上涨 ×1 | ||
| FXI | $339877 | 0.23% | 10759 | $-46371 | |||
| LYFT Lyft, Inc. - Class A Common Stock | $256053 | 0.17% | 17526 | $-127957 | 下跌 ×1 | ||
| VWO | $239242 | 0.16% | 4008 | $30733 | 上涨 ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $213756 | 0.14% | 821 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $202346 | 0.14% | 1480 | $-67922 | 下跌 ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $200520 | 0.14% | 588 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。